DFX Intelligence
RIA Intelligence
Advisor moves
Arrivals at Glr Partners
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Wayne Thomas Lavallee | UBS Financial Services Inc. wirehouse | Glr Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 29, 2025 | May 16, 2025 |
| Richard Michael Gaige | UBS Financial Services Inc. wirehouse | Glr Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 29, 2025 | May 16, 2025 |
| Jeremy Joseph Reed | UBS Financial Services Inc. wirehouse | Glr Partners no RAUM | Wirehouse to a newly registered adviser (no RAUM reported yet) | May 29, 2025 | May 19, 2025 |
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3 moves match.